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Invesco CurrencyShares Japanese Yen Trust (FXY) Institutional Ownership

Invesco CurrencyShares Japanese Yen Trust logo
$59.79 +0.39 (+0.66%)
Closing price 04:10 PM Eastern
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$59.56 -0.23 (-0.38%)
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Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Japanese Yen Trust (NYSEARCA:FXY)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$20.94M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$77.02M
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FXY Institutional Buying and Selling by Quarter

Invesco CurrencyShares Japanese Yen Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/28/2025 Newbridge Financial Services Group Inc.600$35K0.0%-62.5%0.010%
1/28/2025 Empowered Funds LLC128,161$7.51M0.1%N/A2.051%
1/24/2025 DAVENPORT & Co LLC24,800$1.45M0.0%-97.8%0.397%
1/10/2025 HBW Advisory Services LLC14,526$852K0.1%+25.4%0.232%
11/15/2024National Bank of Canada FI14,452$929K0.0%+25.4%0.231%
11/15/2024Stifel Financial Corp4,329$278K0.0%-73.1%0.069%
11/14/2024Captrust Financial Advisors23,590$1.52M0.0%+6.1%0.377%
11/14/2024Walleye Trading LLC10,460$673K0.0%+109.2%0.167%
11/13/2024Independent Advisor Alliance4,565$294K0.0%N/A0.073%
11/12/2024Pekin Hardy Strauss Inc.21,789$1.40M0.2%+174.8%0.349%
11/7/2024Napa Wealth Management6,524$419K0.2%-27.9%0.104%
11/5/2024Private Wealth Advisors LLC59,809$3.85M1.5%+54.9%0.957%
10/29/2024Solstein Capital LLC12,405$798K0.4%-15.4%0.198%
10/29/2024Farther Finance Advisors LLC460$30K0.0%N/A0.007%
10/25/2024 Diversify Wealth Management LLC4,689$284K0.0%N/A0.075%
10/24/2024Leuthold Group LLC71,111$4.57M0.5%-0.5%1.138%
10/4/2024 HBW Advisory Services LLC11,583$745K0.1%N/A0.185%
8/14/2024Insigneo Advisory Services LLC3,390$195K0.0%N/A0.054%
8/12/2024Marathon Trading Investment Management LLC7,500$431K0.0%N/A0.120%
8/9/2024Pekin Hardy Strauss Inc.7,930$456K0.1%-71.2%0.127%
8/3/2024National Bank of Canada FI11,528$660K0.0%+48.2%0.184%
7/31/2024Commonwealth Equity Services LLC19,005$1.09M0.0%-21.9%0.304%
7/23/2024Private Wealth Advisors LLC38,605$2.21M0.9%+2.9%0.618%
7/12/2024 Baldwin Brothers LLC MA860$49K0.0%N/A0.014%
5/17/2024Walleye Trading LLC5,000$306K0.0%N/A0.080%
5/9/2024Delos Wealth Advisors LLC1,096$67K0.1%N/A0.018%
5/8/2024Private Wealth Advisors LLC37,507$2.30M0.9%N/A0.600%
5/6/2024Leuthold Group LLC71,373$4.37M0.5%+278.8%1.190%
5/3/2024Delphi Financial Group Inc.8,000$490K0.3%+25.0%0.133%
4/29/2024Commonwealth Equity Services LLC24,346$1.49M0.0%+3.3%0.406%
4/26/2024Checchi Capital Advisers LLC7,557$463K0.0%+28.8%0.126%
4/24/2024Solstein Capital LLC14,821$907K0.6%-39.3%0.247%
4/19/2024Financial Sense Advisors Inc.7,800$478K0.2%-91.6%0.217%
3/28/2024 Newbridge Financial Services Group Inc.1,600$105K0.1%+60.0%0.044%
2/13/2024Walled Lake Planning & Wealth Management LLC10,794$710K0.3%-13.0%0.300%
2/9/2024Advisory Services Network LLC12,640$832K0.0%+18.7%0.351%
2/8/2024 Northeast Financial Group Inc.10,004$658K0.3%-44.6%0.278%
2/8/2024Laffer Tengler Investments Inc.6,302$415K0.1%-18.7%0.175%
2/8/2024 Janney Montgomery Scott LLC10,758$708K0.0%N/A0.299%
2/7/2024Checchi Capital Advisers LLC5,867$386K0.0%-34.8%0.163%
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2/6/2024Leuthold Group LLC18,843$1.24M0.2%-59.5%0.523%
2/6/2024Bordeaux Wealth Advisors LLC5,383$354K0.1%-35.9%0.150%
2/5/2024Pekin Hardy Strauss Inc.27,405$1.80M0.3%+84.9%0.761%
2/2/2024Spinnaker Trust129,936$8.55M0.6%+2.5%3.609%
1/30/2024Delphi Financial Group Inc.6,400$421K0.2%-8.6%0.178%
1/23/2024Solstein Capital LLC24,426$1.61M1.2%N/A0.679%
1/12/2024Financial Sense Advisors Inc.93,268$6.14M2.3%N/A2.591%
1/11/2024 Dynamic Advisor Solutions LLC3,209$206K0.0%N/A0.089%
11/15/2023Scotia Capital Inc.6,655$414K0.0%-20.3%0.185%
11/15/2023Evergreen Capital Management LLC96,660$6.01M0.3%-2.8%2.685%
11/14/2023Thomas J. Herzfeld Advisors Inc.7,278$453K0.2%+97.8%0.202%
11/13/2023WCG Wealth Advisors LLC14,865$924K0.1%N/A0.413%
11/13/2023Checchi Capital Advisers LLC8,992$559K0.1%+23.8%0.250%
11/8/2023Spinnaker Trust126,747$7.88M0.6%+0.8%3.521%
11/8/2023Pekin Hardy Strauss Inc.14,825$922K0.1%-3.3%0.412%
11/8/2023Hussman Strategic Advisors Inc.12,500$777K0.1%-50.0%0.347%
11/7/2023Leuthold Group LLC46,511$2.89M0.4%-71.5%1.292%
11/3/2023Delphi Financial Group Inc.7,000$435K0.2%N/A0.194%
10/27/2023Bordeaux Wealth Advisors LLC8,400$522K0.2%+23.5%0.233%
10/23/2023Commonwealth Equity Services LLC14,089$876K0.0%-12.6%0.391%
10/17/2023 Newbridge Financial Services Group Inc.1,000$62K0.0%N/A0.028%
10/11/2023 Northeast Financial Group Inc.18,072$1.12M0.7%+18.9%0.502%
10/5/2023 Foundations Investment Advisors LLC3,750$233K0.0%N/A0.104%
8/11/2023V Wealth Advisors LLC15,035$970K0.2%-1.3%0.418%
8/11/2023 Northeast Financial Group Inc.15,198$981K0.6%N/A0.422%
8/10/2023Checchi Capital Advisers LLC7,261$469K0.0%+10.3%0.207%
8/8/2023Leuthold Group LLC163,200$10.53M1.4%-0.5%4.663%
8/3/2023Scotia Capital Inc.8,355$539K0.0%N/A0.239%
8/3/2023 Dynamic Advisor Solutions LLC3,672$237K0.0%-7.8%0.105%
8/2/2023 Cornerstone Wealth Group LLC142,983$9.23M1.7%N/A4.085%
8/2/2023Bank of Montreal Can18,400$1.23M0.0%N/A0.526%
8/1/2023Spinnaker Trust125,691$8.11M0.6%+1.6%3.591%
7/31/2023LPL Financial LLC12,668$818K0.0%-39.5%0.362%
7/20/2023 Pacific Sage Partners LLC5,247$339K0.1%-13.8%0.150%
7/11/2023 Flagship Harbor Advisors LLC208,478$13.46M1.1%N/A5.957%
5/12/2023Walled Lake Planning & Wealth Management LLC12,300$863K0.5%N/A0.390%
5/11/2023Camarda Financial Advisors LLC25,794$1.81M1.4%N/A0.819%
5/9/2023Laffer Tengler Investments10,569$741K0.2%N/A0.336%
5/8/2023Pekin Hardy Strauss Inc.15,325$1.08M0.1%+1.3%0.487%
5/8/2023Checchi Capital Advisers LLC6,584$462K0.0%+6.7%0.209%
5/5/2023Delphi Financial Group Inc.5,600$393K0.2%N/A0.178%
5/4/2023Bordeaux Wealth Advisors LLC6,100$428K0.2%N/A0.194%
5/3/2023 Krilogy Financial LLC18,947$1.33M0.1%N/A0.601%
5/2/2023Venturi Wealth Management LLC635$45K0.0%N/A0.020%
5/2/2023V Wealth Advisors LLC15,228$1.07M0.2%-3.9%0.483%
4/18/2023Leuthold Group LLC164,097$11.51M1.5%+147.4%5.209%
2/14/2023Quantitative Advantage LLC37,277$2.65M0.4%-10.1%1.065%
2/13/2023Pekin Hardy Strauss Inc.15,125$1.08M0.1%+2.2%0.432%
2/10/2023Checchi Capital Advisers LLC6,171$439K0.0%-11.8%0.176%
2/8/2023InterOcean Capital Group LLC3,080$219K0.0%N/A0.088%
A new coin is elbowing its way to the top of the crypto world (Ad)

With Donald Trump’s return to the oval office, the war on crypto is over. The digital currency is not only set to be released from its constraints … it could be about to explode. Trump has vowed to roll back Biden’s “crusade against crypto” on his first day in office.

This coin may be Trump’s favorite crypto …
2/7/2023Commonwealth Equity Services LLC8,435$599K0.0%+127.8%0.241%
2/7/2023LPL Financial LLC27,996$1.99M0.0%+205.6%0.800%
2/2/2023Spinnaker Trust123,669$8.79M0.7%+5.2%3.533%
1/31/2023Leuthold Group LLC66,322$4.72M0.6%+3.1%1.895%
1/31/2023 Pacific Sage Partners LLC6,089$433K0.1%N/A0.174%
1/23/2023 Jmac Enterprises LLC7,857$559K0.2%-57.6%0.235%
1/18/2023Private Trust Co. NA504$36K0.0%+40.0%0.016%
1/11/2023 Vigilare Wealth Management13,000$924K0.5%+36.8%0.448%
11/16/2022CreativeOne Wealth LLC153,055$9.89M0.6%N/A5.566%
11/15/2022 Nvwm LLC3,855$249K0.1%N/A0.140%
(Data available from 1/1/2016 forward)

FXY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXY shares?

During the previous two years, 50 institutional investors and hedge funds held shares of Invesco CurrencyShares Japanese Yen Trust. The most heavily invested institutionals were Flagship Harbor Advisors LLC ($13.46M), Cornerstone Wealth Group LLC ($9.23M), Spinnaker Trust ($8.55M), Empowered Funds LLC ($7.51M), Evergreen Capital Management LLC ($6.01M), Leuthold Group LLC ($4.57M), and Private Wealth Advisors LLC ($3.85M).Learn more on FXY's institutional investors.

Which institutional investors have been buying Invesco CurrencyShares Japanese Yen Trust stock?

Of the 42 institutional investors that purchased Invesco CurrencyShares Japanese Yen Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flagship Harbor Advisors LLC ($208.48K), Leuthold Group LLC ($152.32K), Cornerstone Wealth Group LLC ($142.98K), Empowered Funds LLC ($128.16K), Financial Sense Advisors Inc. ($93.27K), Private Wealth Advisors LLC ($59.81K), and Pekin Hardy Strauss Inc. ($26.96K).

How much institutional buying is happening at Invesco CurrencyShares Japanese Yen Trust?

Institutional investors have bought a total of 1,117,090 shares in the last 24 months. This purchase volume represents approximately $72.22M in transactions.

Which Invesco CurrencyShares Japanese Yen Trust major shareholders have been selling company stock?

Of the 23 institutional investors that sold Invesco CurrencyShares Japanese Yen Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: DAVENPORT & Co LLC ($1.12M), Leuthold Group LLC ($145.64K), Financial Sense Advisors Inc. ($85.47K), Pekin Hardy Strauss Inc. ($20.13K), Hussman Strategic Advisors Inc. ($12.50K), Solstein Capital LLC ($11.87K), and Stifel Financial Corp ($11.74K).

How much institutional selling is happening at Invesco CurrencyShares Japanese Yen Trust?

Institutional investors have sold a total of 1,455,251 shares in the last 24 months. This volume of shares sold represents approximately $86.57M in transactions.



This page (NYSEARCA:FXY) was last updated on 1/30/2025 by MarketBeat.com Staff
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